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Google has enough income that they can self fund Gemini at a loss on whatever timespan they want. OpenAI does not.

ChatGPT has replaced Google Search for many people. If ChatGPT can also replace Gmail, Maps, and YouTube (by generating content for each of these), Google is done.

Replace Gmail? Meaning instead of real emails from my actual contacts, I’ll read AI generated emails?

Why not? I already use LLMs to generate summaries of my emails, search emails, and perform a host of email related operations as do many people. No reason OpenAI couldn't release their own email service that tightly integrates their LLM with email directly.

What's interesting about your comment is that back in 2004 people were like "Google releasing an email service? Why on Earth would they do that, that makes no sense!"

Yes but ChatGPT has not replaced Google Search at a profit. ChatGPT loses revenue per user. Certainly the hope is that at some point they become profitable but the concern is that might not happen.

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